Trade group crunches numbers on Trump’s impossible push for 100% US-made tech

AI-rewritten: This is a summary of an article from Ars Technica, rewritten by AI (Qwen, running locally) to make it easier to read. The facts come from the original article – read it for the full story.

Ars Technica •
Ashley Belanger
• October 7, 2026

Donald Trump aims to make 100 percent of advanced technologies like AI and semiconductors manufactured in the United States through his "Genesis Mission." The Consumer Technology Association (CTA) warns that fully producing ten common tech products by 2031 would cost between $185 and $230 billion. This plan would also require 555,000 to 668,000 additional full-time employees and massive amounts of electricity, potentially clashing with the energy needs of AI data centers.

The CTA estimates that fully manufacturing smartphones in the US would increase costs by 152 percent due to tariffs on components like processors and displays. While companies might not pass all extra costs to customers immediately, research suggests they could raise prices by an average of 27 to 55 percent for these ten products. This could hurt families already struggling with budget strains and reduce sales volume for tech firms, which may spook investors despite Trump’s insistence that reshoring will attract more investment.

To lower costs, the CTA recommends focusing only on assembling finished products in the US rather than manufacturing every component domestically. In this scenario, smartphone assembly costs would rise by 67 percent instead of 152 percent. The group also suggests eliminating tariffs on components from trusted allies to avoid driving up prices further. However, Trump has demanded a faster timeline, such as moving 50 percent of semiconductor manufacturing within his term. CTA executive chair Gary Shapiro stated that achieving this goal in two years is physically and labor-wise impossible.

Source: Ars Technica •
Ashley Belanger
• October 7, 2026

Read the original article at Ars Technica →

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